Personal Lines Account Executive

Ansay & Associates; Tennessee; On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Paid time off and holidays

Professional development and designa​t

Compensation commensurate with exp.

Job summary

Ansay & Associates is seeking a Personal Lines Account Executive in Tennessee to generate new business and provide exceptional client service for Personal Lines accounts. The role emphasizes networking, professionalism, and a personalized client approach across teams including Personal, Commercial, and Employee Benefits.

Responsibilities include prospecting, appointing new clients, maintaining the book of business in Epic, and coordinating with underwriters to ensure accurate coverage and

Qualifications

• Bachelor’s degree in Business or related field.
• Strong communication skills, both written and verbal.
• Self-starter with initiative and teamwork.

Responsibilities

• Prospect and qualify new personal lines accounts that meet agency standards.
• Generate new business appointments through networking and referrals to attract and retain clients.
• Identify cross-sell opportunities across departments and expand lines of business on current accounts.
• Manage an assigned book of business using the Epic Agency Management System.
• Coordinate with underwriters and partners to present personal insurance solutions.

Skills

Networking

Customer service

Verbal & written communication

Problem solving

Analytical

Education

Bachelor’s degree in Business or related field

Tools

Epic Agency Management System

MS Office

Job description

Under the direction of the Director of Sales, the Personal Lines Account Executive will be responsible for generating new business sales to drive organic growth and to provide a high-level of customer service inretainingandservicingPersonalLines Accounts.

This opportunity is for an individual that enjoys networking, has a high level of professionalism, and a passion for providing personalized service to their clients.

• Prospect and qualify new personal lines accounts that meet agency standards.
• Generate new business appointments through networking, referrals, and other sources to attract and retain clients.
• Identify cross-sell opportunities across departments and expand lines of business on current accounts.
• Meet or exceed assigned annual new business revenue and retention goals.
• Proactively manage an assigned book of business using the Epic Agency Management System.
• Obtain information requested by company underwriters.
• Partner with sales advisors in Personal Lines, Commercial Lines, and Employee Benefits to present personal insurance as a voluntary benefit to employees of current clients and prospects, including:
  • On-site marketing and quoting
  • Presentation of personal insurance products offered
  • Review new and renewal policies for accuracy in rating, typing, endorsement forms, and coverage.
• Develop and maintain strong client relationships, providing support and educating clients on coverage, needs, and potential gaps.
• Act as a claims advocate in coordination with Agency Claims resources when applicable.
• Adhere to standardized workflow procedures and report daily activities to the Team Lead of assigned branch(es).
• Service personal lines accounts to eliminate coverage gaps and reduce E&O exposures.
• Provide prompt, accurate, and courteous service to customers, producers, and company personnel.
• Actively attend and participate in agency sales and service meetings and trainings.
• Grow and develop insurance knowledge and professional talents in accordance with The Ansay Way.
• Pursue continuous professional development, including staying current with industry and carrier changes, ongoing training, and professional designations.
• Additional duties as assigned

Qualifications & Experience

Education

• Bachelor’s degree in Business or any other related degree

Experience

Licenses & Certifications

• Property & CasualtyLicensed per state requirements
• Life License preferred
• Additional Designations preferred
• Strong verbal and written communication skills, with excellent interpersonal abilities.
• Highly detail-oriented with strong analytical, problem-solving, and decision-making skills.
• Proficient in Microsoft products and other technical tools relevant to the role.
• Self-starter with the ability to think strategically, work independently, and demonstrate initiative.
• Team-oriented with a positive, collaborative “Can Do” attitude.
• Ability to identify, research, and resolve problems, and review materials for accuracy to summarize policies for customers.
• Organized, professional, and passionate about the insurance industry, with a commitment to continuous learning.

Why Work for Ansay?

Ansay is a growing, family owned, employee-focused insurance agency with strong community roots. We value collaboration, continuous improvement, and professional growth, and we invest in our people through training, technology, and career development opportunities.

At Ansay & Associates we believe in building lasting relationships and bringing every customer a level of service that exceeds expectations -It’sthe Ansay Way! As such the following core values guide our behaviors:Respect–Compassionate and LoyalIntegrity–Honesty and Trustworthy,Accountability–Responsible for Actions & Results,Passion–Unfailing Dedication & Pride In Work,Positive “I Can Do” Mentality–Constant, Never-Ending Improvement,Excellence / Professionalism–High Expectations & Pursuit of Opportunities to further our Capabilities

• Competitive compensation
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and paid holidays
• Professional development and designation support

Compensation: $50,000 starting salary, depending on experience, qualifications, and other relevant factors.

Qualifications

Behaviors

Preferred

Enthusiastic

Shows intense and eager enjoyment and interest

Detail Oriented

Capable of carrying out a given task with all details necessary to get the task done well

Motivations

Preferred

Flexibility

Inspired to perform well when granted the ability to set your own schedule and goals

Entrepreneurial Spirit

Inspired to perform well by an ability to drive new ventures within the business

Education

Preferred

Bachelors or better in Business Administration.

Experience

Preferred

2 years:

Relevant experience including sales and/or service

Licenses & Certifications

Preferred

P&C and L&H

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.